Plans & Trusts: September/October 2026
Articles Include:
- Finding Opportunities in the Real Estate Market
- The Taxing Effect of Financial Stress
- AI Time Warp: Funding Longer Retirements With Capital Markets in Hyperdrive
- Legal & Legislative Report
Additional Articles
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The Taxing Effect of Financial Stress
Kevin Roberge
Financial stress affects each generation differently, influencing mental health, chronic disease, care access and benefit usage. As pressures evolve, plan sponsors need flexible, accessible coverage that supports early intervention, continuity of care and workforce resilience. -
AI Time Warp: Funding Longer Retirements With Capital Markets in Hyperdrive
Mark S. Yamada
Artificial intelligence is poised to reshape retirement from both ends. It could extend human lifespans through medical breakthroughs while simultaneously transforming the nature of work that finances retirement. Together, these forces may require a fundamental rethink of how pension plans are governed, funded and invested.
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